WOMEN'S FUND FOR THE FOX VALLEY REGION INC (EIN 203096562) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

JULIE KELLER

Phone

9208301290

Tax Period

2024-01-01 to 2024-12-31

WOMEN'S FUND FOR THE FOX VALLEY REGION INC, founded in 2005, is a small nonprofit that reported $865K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $267K, a strong 31% operating margin.

Mission

INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $657,909

Program Service Revenue $0

Investment Income $262,654

Other Revenue $-55,749

TOTAL REVENUE $864,814

Expense Breakdown

Grants Paid $230,394

Salaries & Benefits $252,146

Fundraising Expenses $21,869

Program Expenses $483,364

Other Expenses $115,454

TOTAL EXPENSES $597,994

Year-over-Year Comparison

	2024	2023	Change
Revenue	$864,814	$650,885	+0.3%
Expenses	$597,994	$550,485	+0.1%
Net Income	$266,820	$100,400	+1.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$101,818

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM WETZEL	DIRECTOR	1.00	Director	$0	$0	$0
SARAH JANSEN	PRESIDENT- AS OF 7/24	1.00	Officer Director	$0	$0	$0
MICHELE NEVINS	TREASURER & SECRETARY	1.00	Officer Director	$0	$0	$0
RAISA RAMOS	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE DEJNO	DIRECTOR	0.50	Director	$0	$0	$0
LISA JERMAIN	PRESIDENT THRU 6/24, PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
REBECCCA KELLNER	DIRECTOR	0.50	Director	$0	$0	$0
KERRY SCHERER	DIRECTOR	0.50	Director	$0	$0	$0
KRISTY HESSE	DIRECTOR	0.50	Director	$0	$0	$0
HEATHER BERESFORD	DIRECTOR	0.50	Director	$0	$0	$0
ALEXANDRA MISCHLER	DIRECTOR- AS OF 7/24	0.50	Director	$0	$0	$0
TERESA KNUTH	DIRECTOR- AS OF 7/24	0.50	Director	$0	$0	$0
LORI SCHUMACHER	DIRECTOR - AS OF 7/24	0.50	Director	$0	$0	$0
TRINA DOXTATOR	DIRECTOR- AS OF 7/24	0.50	Director	$0	$0	$0
LORA ZIMMER	DIRECTOR -THRU 6/2024	0.50	Director	$0	$0	$0
POLLY OLSON	DIRECTOR - THRU 6/2024	0.50	Director	$0	$0	$0
ADRIENNE HARTMAN	DIRECTOR-THRU 6/2024	1.00	Director	$0	$0	$0
SARA PAULSON	DIRECTOR THRU 6/2024	0.50	Director	$0	$0	$0
JULIE KELLER	EXECUTIVE DIRECTOR	40.00	Officer	$0	$2,959	$101,818

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$864,814	$597,994	$3,814,817	$266,820
2023	$650,885	$550,485	$3,356,981	$100,400
2022	$492,795	$405,510	$3,052,305	$87,285
2021	$561,791	$180,290	$3,455,805	$381,501
2021	$765,564	$381,519	$3,125,460	$384,045
2020	$301,535	$419,724	$2,310,401	$-118,189
2019	$427,553	$378,118	$2,443,623	$49,435
2018	$505,228	$427,884	$2,404,350	$77,344

WOMEN'S FUND FOR THE FOX VALLEY REGION INC